Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹2,090 Cr
Lock In Period
N/A
Expense Ratio
1.47
Benchmark
CRISIL Medium to Long Duration Debt A-III Index
Exit Load
For exit within 1 year from the date of allotment For 10% of investment - NilFor remaining investment: 1.00%For exit after one year from the date of allotment - Nil.
Summary
Latest details for SBI Magnum Income Fund Growth include a ₹72.0970 NAV as of Mar 06,2026 and returns since inception of 22.63%. Minimum investments start at SIP ₹500. The SBI Magnum Income Fund Growth AUM is ₹2,090 Cr, with a lock-in of N/A years, expense ratio of 1.47%, and benchmark CRISIL Medium to Long Duration Debt A-III Index. Exit load is - For exit within 1 year from the date of allotment For 10% of investment - NilFor remaining investment: 1.00%For exit after one year from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 0.40% returns, against a category average of -1.49% and a category best of 296.85%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.40 | -1.49 | 296.85 |
| 6M | 1.97 | 0.46 | 314.88 |
| 1Y | 5.51 | 2.77 | 338.55 |
| 3Y | 7.04 | 8.68 | 26.99 |
Portfolio Analysis
- Equity:
- Debt: 99.71%
- Others
As on: 2026-02-15
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About Fund
SBI Magnum Income Fund Growth managed by SBI Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹2,090 Crore. The fund benchmarks its performance against the CRISIL Medium to Long Duration Debt A-III Index while maintaining an expense ratio of 1.47. Under the expert guidance of Mohit Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Medium to Long Duration Fund - Growth Growth | 2 | 306.26 CR | 1.62 |
| This FundHDFC Income Fund - Growth | 3 | 858.18 CR | 1.44 |
| This FundSBI Magnum Income Fund Growth | 5 | 2089.62 CR | 1.47 |
| This FundICICI Prudential Bond Fund - Institutional Plan Growth | 5 | 4084.99 CR | 1.09 |
| This FundICICI Prudential Bond Fund Growth | 4 | 2901.51 CR | 1.03 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Medium to Long Duration Fund - Growth Growth | 5.2975 | 21.6982 |
| This FundHDFC Income Fund - Growth | 5.369 | 22.1097 |
| This FundSBI Magnum Income Fund Growth | 5.5145 | 22.633 |
| This FundICICI Prudential Bond Fund - Institutional Plan Growth | 11.55 | 24.4274 |
| This FundICICI Prudential Bond Fund Growth | 6.1282 | 24.5035 |
FAQs
SBI Magnum Income Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Magnum Income Fund Growth is 1.47. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Magnum Income Fund Growth’s fund performance is as follows:
- 1 Month : 0.40%
- 6 Months : 1.97%
- 1 Year : 5.51%
- 3 Years : 7.04%
You can invest in SBI Magnum Income Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Magnum Income Fund Growth is ₹2,090 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Magnum Income Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500